Justin Taylor Bruzzese
Investment adviser representative at New England Schooner, Inc.
14 yearsExperience
1 stateRegistered in
$165.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- New England Schooner, Inc.Feb 2022 to now
- Royal Alliance Associates, Inc.Jan 2021 to now
- UnemployedMay 2020 to Jan 2021
- Baystate FinancialMay 2019 to Aug 2019
- Fidelity InvestmentsJun 2018 to Aug 2018
- North Reading Parks DepartmentJun 2017 to Aug 2017
- Bryant UniversitySep 2016 to May 2020
- Northeast ArcJul 2012 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
New England Schooner, Inc.
$165.2MAssets managed
320Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7121391
- Firm CRD
- 129552